The Approval Requests section of the Approvals page is where all approval requests live for an approver. When they are notified of a new request, they will navigate to this section where they will review and either approve or deny requests. The available lists in this section are based on your account configuration and may include:

• Jobs
• Offers

Request tabs

Approval requests for both job and offer lists include the following tabs:

• For Review – This tab shows all approval requests that require the approver’s attention.
• Pending – This tab shows all of the approver’s in-progress requests. This includes both requests that need their attention and the requests that the approver approved but are now on to the next level of approvers.
• Completed – This tab shows all approval requests that the approver was included on and that are now completed.

List actions

The For Review and Pending lists allow for unique functionality, depending on its requests. However, the below functionality applies to all lists.

1. Search Bar – This allows the user to search the list for job title, location, candidate, and current approvers.
2. Sort – The arrow icon next to each column title allows you to sort each column.

For Review tab

The For Review tab shows all approval requests that require the approver’s attention. By hovering over the preferred request and clicking its action menu, a drop-down menu will open and include the following actions from the For Review tab:

• View Approval Request – This will open the request in a slide-out drawer where the approver can either approve or deny the request. Learn more about the approvals process here. 
• View Approval History – This will open the Approval History for this offer letter, which includes the date, time, and employee who requested/granted/denied each approval.

Pending tab

The Pending tab shows all of the approver’s in-progress requests. This includes both requests that need their attention and the requests that the approver approved but are now on to the next level of approvers. The following functionality is available from this tab:

• Current Approver – By hovering over this field on a request, you will be able to view the approver group/level that is currently reviewing the request and the names of the individuals in that group/level.
• Request Actions – By hovering over the preferred request and clicking its action menu, then a list will open and include the following actions:
  • View Approval Request – This will open the request in a slide-out drawer where the approver can either approve or deny the request. Learn more about the approval process here.
  • View Approval History – This will open the Approval History for this offer letter, which includes the date, time, and employee who requested/granted/denied each approval.

Approve or deny requests

Once notified, approvers will need to review and complete the approval requests assigned to them. Learn more about how to approve or deny requests here.

Data storage

Approval request records will live in the Approval Requests section of the Approvals page based on the Default Candidate Data Retention Period set for your account. Work with your CS Representative in order to determine what this timeframe is and update it accordingly, if needed.